Thought Leadership

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Implementing a Major Donor Strategy Using Salesforce Tools

Implementing a Major Donor Strategy Using Salesforce Tools

There are several ways to manage major donors in Salesforce. Depending on the size of your development team and formal fundraising processes utilized, your organization may
Five Tips for Customizing the Lightning Experience

Five Tips for Customizing the Lightning Experience

Customizing Salesforce's Lightning Experience is more involved than just changing page layouts, but it's also more powerful. We share five tips to help you customize the
Leveraging Salesforce and HEDA for Student Recruitment

Leveraging Salesforce and HEDA for Student Recruitment

In the face of a more competitive and increasingly diverse recruitment pool, it's important for higher education institutions to leverage recruitment data and analytics to identify

It’s Business Processes Time

In my four years at Cloud for Good, I have had the benefit of participating in every stage of implementing new solutions for organizations. I have seen

3 Considerations for Your First Nonprofit Drip Program

3 Considerations for Your First Nonprofit Drip Program

Nonprofit drip programs shouldn't feel overwhelming. In fact, your first nonprofit drip program can be very simple. Let us help guide you through this process and
How Women In Tech (WIT) Changed My Career

How Women In Tech (WIT) Changed My Career

Women in Tech (WIT) and Salesforce are helping more women go after technology focused careers. One of our Goodies shares her story with WIT and the
Major Donors: Cultivating and Implementing A Salesforce Strategy

Major Donors: Cultivating and Implementing A Salesforce Strategy

Major donors and the strategies around managing these portfolios can be one of the trickiest beasts to tame. Let's explore how you can match highlights of

Convert Volunteers to Donors and Vice Versa

Prior to joining Cloud for Good, I worked with a nonprofit in Atlanta called Points of Light whose mission was to increase capacity for other nonprofit

Roll Up Your ROI with Campaign Hierarchies

Roll Up Your ROI with Campaign Hierarchies

Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you
Take Note! Migrating Notes to New Content Notes in Salesforce

Take Note! Migrating Notes to New Content Notes in Salesforce

The Notes & Attachments related list is on the way out. Content Notes and Files will replace these features, and both have major advantages over the

Latest Posts

Voices at the Table: Who are the Internal Stakeholders for Your Salesforce Implementation Project?

You just signed off on a Salesforce implementation project, and you’re about to schedule your kick-off call with your consultant. When you sit down to look

Is it Time to Spring Clean Your Fundraising Database?

Is it Time to Spring Clean Your Fundraising Database?

Written by Cloud for Good Team Data Cleanliness Since many nonprofits rely on fundraising to support their cause, the accuracy and cleanliness of all donor and

Relieving the Pain of a Data Migration to Salesforce

Relieving the Pain of a Data Migration to Salesforce

Making the move from a legacy system, like Raiser's Edge? We have shared tips and tools to help you relieve the pain that many face during

Navigating Change Management From a Non-Leadership Role

Let’s face it, change is hard. Sometimes it can be fun and exciting, but changes that involve a person’s day-to-day routine are typically very challenging. When

Tools graphics. Text: TOP TEN CHROME EXTENSIONS FOR SALESFORCE ADMINISTRATORS

Top Ten Chrome Extensions for Salesforce Consultants and Administrators

We've shared our list of the top 10 Chrome extensions for Salesforce Administrators. These extensions can help save you time and energy.
Engaging Staff to Use Salesforce

Engaging Staff to Use Salesforce

You're organization has chosen Salesforce as your Constituent Relationship Management (CRM) platform. Engage your users to be active with the platform by following these tips.
Cartoon Einstein by a campfire. Text: 7 WAYS SALESFORCE EINSTEIN CAN MAKE YOUR ORGANIZATION...

7 Ways Salesforce Einstein Makes Your Nonprofit or University Smarter

Einstein Analytics provides additional insights into the data you are storing in Salesforce. We've presented seven ways that Einstein can make your organization smarter!
Streamline Your Merge Documents with Conditional Logic

Streamline Your Merge Documents with Conditional Logic

Acknowledgment letters and other documents are key to making sure your donors and other supporters feel recognized. Streamline your merge documents with conditional logic in Salesforce.
Your Board of Directors and Salesforce

Your Board of Directors and Salesforce

Your Board of Directors (BoD) is made up of key constituents and stakeholders. We share ideas so you can to track their activities and interactions in
International Women's Day: Recognizing Members of the #BestTeamEver

International Women’s Day: Recognizing Members of the #BestTeamEver

On International Women's Day 2018, Cloud for Good recognizes eight women who make up the #BestTeamEver. We celebrate your successes and are glad to have you
Using Salesforce to Cultivate Donor Relationships - Cloud for Good

Using Salesforce to Cultivate Donor Relationships

From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to
Ready To Start With Your Implementation? Think Again - Cloud for Good

Ready To Start With Your Implementation? Think Again

You choose a platform, signed with an awesome implementation partner who can translate your needs into technology, and you are extremely excited to get started. Wait…
The Power of US Hub - Cloud for Good

The Power of US Hub

Are you sometimes confused about where to go to get the answers you need in using Salesforce at your nonprofit? As you may have discovered there
Cloud for Good Goes to Washington for NTC14 - Cloud for Good

Cloud for Good Goes to Washington for NTC14

It’s that time of year everyone - the Nonprofit Technology Network has opened up voting for proposed sessions at the 2014 Nonprofit Technology Conference. We at
Email to Case - An Overview - Cloud for Good

Email to Case – An Overview

In Salesforce, the Case Object is often used to track a constituent issue or problem that needs resolution. Just like anything else in Salesforce, it can
Why Cloud for Good is Excited About Dreamforce

Why Cloud for Good is Excited About Dreamforce

I have been inspired by Dreamforce every year since 2005, so I decided to take the majority of the Cloud for Good team to Dreamforce this